| Hemington Wealth Management | 138 | $12.0K | 0.00% | +33+31.4% | Added |
| Geneos Wealth Management Inc. | 127 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 124 | $11.1K | 0.01% | +124 | New |
| Harbor Capital Advisors, Inc. | 119 | $11.0K | 0.00% | −11−8.5% | Reduced |
| Skopos Labs, Inc. | 123 | $11.0K | 0.00% | +122+12,200.0% | Added |
| Frazier Financial Advisors, LLC | 106 | $9.50K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 106 | $9.46K | 0.00% | +106 | New |
| GHP Investment Advisors, Inc. | 103 | $9.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 96 | $8.58K | 0.00% | −33−25.6% | Reduced |
| Central Trust Co | 91 | $8.13K | 0.00% | −5−5.2% | Reduced |
| Bogart Wealth, LLC | 82 | $7.33K | 0.00% | +5+6.5% | Added |
| Private Wealth Management Group, LLC | 76 | $6.79K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 74 | $6.61K | 0.00% | +7+10.4% | Added |
| Avalon Trust Co | 74 | $6.61K | 0.00% | +74 | New |
| Tradewinds Capital Management, LLC | 72 | $6.43K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 71 | $6.34K | 0.00% | +70+7,000.0% | Added |
| JFS Wealth Advisors, LLC | 69 | $6.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.72K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 62 | $5.54K | 0.00% | +62 | New |
| Holos Integrated Wealth LLC | 62 | $5.54K | 0.00% | +62 | New |
| Cullen/Frost Bankers, Inc. | 61 | $5.45K | 0.00% | +32+110.3% | Added |
| Plante Moran Financial Advisors, LLC | 61 | $5.45K | 0.00% | +61 | New |
| High Note Wealth, LLC | 61 | $5.45K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 51 | $4.56K | 0.00% | +51 | New |
| MV Capital Management, Inc. | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 49 | $4.38K | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 36 | $3.22K | 0.00% | +4+12.5% | Added |
| BOK Financial Private Wealth, Inc. | 35 | $3.13K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32 | $2.86K | 0.00% | +15+88.2% | Added |
| 1620 Investment Advisors, Inc. | 30 | $2.68K | 0.00% | +30 | New |
| SBI Securities Co., Ltd. | 29 | $2.59K | 0.00% | +29 | New |
| Provenance Wealth Advisors, LLC | 28 | $2.50K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 27 | $2.41K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 23 | $2.06K | 0.00% | +23 | New |
| Financial Network Wealth Advisors LLC | 21 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $1.52K | 0.00% | +10+142.9% | Added |
| Glen Eagle Advisors, LLC | 11 | $983 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 11 | $983 | 0.00% | +11 | New |
| WealthCollab, LLC | 10 | $894 | 0.00% | +10 | New |
| Sierra Ocean, LLC | 10 | $894 | 0.00% | +10 | New |
| Bokf, NA | 9 | $869 | 0.00% | +9 | New |
| Kozak & Associates, Inc. | 9 | $792 | 0.00% | +9 | New |
| Leonteq Securities AG | 8 | $715 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $536 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $536 | 0.00% | +6 | New |
| BankPlus Trust Department | 6 | $536 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 4 | $358 | 0.00% | +4 | New |
| Larson Financial Group LLC | 4 | $357 | 0.00% | +2+100.0% | Added |
| Transce3nd, LLC | 4 | $357 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $268 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $179 | 0.00% | −16−88.9% | Reduced |
| Albion Financial Group | 2 | $179 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $89 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $89 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $10 | 0.00% | −1−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −369,106−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −36,278−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −35,476−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −33,109−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −24,690−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −16,361−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,659−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,048−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,830−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,902−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,382−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,749−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −4,749−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,947−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −29,467−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
